Engage.so
MarketingCredentials form
Identify customers and accounts, update their attributes, track events and manage account membership in Engage.so customer engagement.
7 actions
| Action | Effect | Data handled | Scope |
|---|---|---|---|
| engage_identify_userCreates or updates a customer (or account) by your user id, with standard fields and custom attributes in meta | write | Personal data | |
| engage_track_eventTracks an event for a user, with an optional value or properties, to segment users and trigger automations | write | Personal data | |
| engage_merge_usersMerges a source user into a destination user, for example an anonymous profile into the signed-in one | write | Personal data | |
| engage_add_user_to_accountAdds a user to an account (company), with an optional role | write | Personal data | |
| engage_change_account_roleChanges a user's role in an account | write | Personal data | |
| engage_remove_user_from_accountRemoves a user from an account | destructive | Personal data | |
| engage_convert_userConverts a user to a customer or to an account | write | Personal data |